AFTER Meeting CRM Form

What this is:

This is a required internal form for sales reps to submit meeting details, account progress, contact updates, and next steps. It provides leadership with visibility into rep activity, identifies sales opportunities, and supports ongoing follow-up efforts.

Use this form after:

• Any meeting with a doctor, clinic, or hospital
• Closing an account or moving it forward
• Collecting feedback, objections, or new product interest
• Speaking with key decision-makers or staff

• Submit the form within 24 hours of the meeting
• Include accurate names, contact details, and meeting notes
• Provide insights about product interest, objections, and follow-up plans
• Use the final section to include anything not covered in earlier questions